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Portfolio (Quarterly) Guide ↗

OAK HARBOR WEALTH PARTNERS, LLC

· CIK 0001912040
13F Portfolio $405M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 255 New
Page 12 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLP SELECT SECTOR SPDR TR 668.0 $52K 0.01% NEW $78.37 +8.0%
222 SCHM SCHWAB STRATEGIC TR 1,560.0 $46K 0.01% NEW $29.64 +16.6%
223 VXF VANGUARD INDEX FDS 200.0 $42K 0.01% NEW $209.34 +9.2%
224 XLU SELECT SECTOR SPDR TR 320.0 $28K 0.01% NEW $87.21 -48.4%
225 IBB ISHARES TR 189.0 $27K 0.01% NEW $144.37 +17.1%
226 VT VANGUARD INTL EQUITY INDEX F 197.0 $27K 0.01% NEW $137.80 +12.6%
227 XLB SELECT SECTOR SPDR TR 300.0 $27K 0.01% NEW $89.62 -44.2%
228 SLYV SPDR SERIES TRUST 270.0 $24K 0.01% NEW $88.65 +15.6%
229 VBK VANGUARD INDEX FDS 80.0 $24K 0.01% NEW $297.62 +15.4%
230 IJT ISHARES TR 112.0 $16K 0.00% NEW $141.50 +13.5%
231 XLI SELECT SECTOR SPDR TR 100.0 $15K 0.00% NEW $154.23 +10.6%
232 IHE ISHARES TR 210.0 $15K 0.00% NEW $72.56 +24.6%
233 SPSB SPDR SERIES TRUST 484.0 $15K 0.00% NEW $30.29 -1.0%
234 MMTM SPDR SERIES TRUST 50.0 $14K 0.00% NEW $285.66 +11.0%
235 IJS ISHARES TR 100.0 $11K 0.00% NEW $110.59 +16.0%
236 SCHX SCHWAB STRATEGIC TR 366.0 $10K 0.00% NEW $26.34 +10.9%
237 QUAL ISHARES TR 48.0 $9K 0.00% NEW $194.50 +9.4%
238 NLR VANECK ETF TRUST 61.0 $8K 0.00% NEW $135.66 -4.2%
239 MTUM ISHARES TR 31.0 $8K 0.00% NEW $256.45 +17.8%
240 SCHF SCHWAB STRATEGIC TR 209.0 $5K 0.00% NEW $23.28 +17.5%
Page 12 of 13  ·  255 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.3%
Financial Services 20.4%
Healthcare 12.9%
Industrials 12.8%
Consumer Defensive 10.6%
Consumer Cyclical 8.9%
Communication Services 6.1%
Utilities 2.8%
Energy 2.6%
Basic Materials 1.2%